WealthManagement.com – January 2024

Double-digit percentage point gains in both tax and estate planning software were notable findings in the annual advisor tech survey revealed at the 2024 T3 Technology conference held in Las Vegas, as was the persistently low adoption of cybersecurity tools. Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years.

Read the entire article: T3: Rapid Uptick in Tax and Estate Planning Software By Advisors.

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